+60.5%
IWM vs CRDO
+1,287.8%
-1,227.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRDO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -1.1% | +1.6% | -2.8% | -1.3% |
| 30D | -3.1% | -30.0% | +26.9% | +0.3% |
| 3M | +2.2% | -28.3% | +30.6% | +4.4% |
| 6M | +15.1% | +44.8% | -29.7% | +6.7% |
| YTD | +18.6% | +16.7% | +1.9% | +11.7% |
| 1Y | +24.0% | +12.7% | +11.3% | +15.8% |
| 3Y | +63.7% | +960.1% | -896.4% | +4.2% |
| All | +60.5% | +1,287.8% | -1,227.2% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRDO.
Daily Out/Under-Performance
Portfolio return minus CRDO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRDO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded CRDO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling